Jonathan O. Eng, IACCP®


Jon has over 10 years’ experience in the financial services industry. Prior to Birch Hill Jon was a Senior Operations Analyst at Boston Trust Walden Company. In addition, Jon held operational leadership positions at State Street Wealth Manager Services, F-Squared Investments and Capital One Financial.

A graduate of the University of Michigan, where he studied economics, Jon also has a JD from the University of Maine School of Law. Jon completed the Investment Adviser Certified Compliance Professional (IACCP®) Program, which requires individuals to demonstrate their knowledge of investment advisor regulatory obligations and requirements.

Q: What are your roles and responsibilities at Birch Hill?
A: I’m part of the team that ensures the operational processes are in place to allow Birch Hill to best meet the needs of our current and future clients.

Q: What about what you do brings you the most personal satisfaction?
A: I enjoy organizing and evaluating procedures  to identify the strengths and areas for improvement.

Q: When you’re not working, how do you spend your time?
A: Partnering with my wife and enjoying the joy and challenge of raising a toddler.

Q: What words do you live by?
A: It’s worth it to put in the time and effort to do it the right way.